HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.84M
3
+$634K
4
ET icon
Energy Transfer Partners
ET
+$469K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$450K

Top Sells

1
+$810K
2
+$739K
3
+$727K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$605K
5
ADP icon
Automatic Data Processing
ADP
+$526K

Sector Composition

1 Industrials 16.65%
2 Healthcare 12.25%
3 Technology 10.43%
4 Consumer Staples 9.97%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
770
252
$25K 0.01%
500
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$24K 0.01%
3,129
254
$24K 0.01%
300
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$23K 0.01%
533
256
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620
257
$22K 0.01%
200
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$21K 0.01%
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80
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$21K 0.01%
455
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-355
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$21K 0.01%
400
263
$20K 0.01%
880
264
$20K 0.01%
300
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– –
0
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$20K 0.01%
500
267
$19K 0.01%
670
268
$19K 0.01%
732
269
$19K 0.01%
642
270
$18K 0.01%
435
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271
$18K 0.01%
400
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$18K 0.01%
267
+108
273
$17K 0.01%
9,500
274
$17K 0.01%
585
+10
275
$17K 0.01%
2,500
9 10
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